Playbooks as agent skills
Every playbook is also a plain markdown SKILL.md file an AI agent can load: a name, a description of when to use it, then the steps, tools, and cost math. They are generated from the same source as the playbook pages, so they change when a playbook does.
What each file contains
- YAML frontmatter with name (the playbook slug) and a description of what the skill does and when to use it
- The problem, tools, difficulty, and the hours-saved estimate
- Numbered steps and the template outline
- Cost math where the playbook has it: listed prices, every assumption labeled, and the formulas
- The Clay CLI build where the playbook has one, to run in your own Clay workspace
- Guardrails: work only in your own accounts and ask before writing to a CRM, sending messages, or spending credits
Use one with your agent
Give your agent the SKILL.md URL, or save the file as <name>/SKILL.md in its skills folder, for example .claude/skills/ in a Claude Code project.
mkdir -p .claude/skills/enrich-leads-apollo-clay
curl -o .claude/skills/enrich-leads-apollo-clay/SKILL.md https://gtmplaybooks.io/skills/enrich-leads-apollo-clay/SKILL.mdOutbound16
Auto-Prospect Companies After Funding Announcements
/skills/auto-prospect-funding-events/SKILL.md
Personalize Outbound at Scale Using LinkedIn Data
/skills/personalize-outbound-linkedin/SKILL.md
Track Warm Intro Requests Across Your Network
/skills/warm-intro-tracker/SKILL.md
Sync Apollo Saved Searches to Instantly Campaigns
/skills/apollo-to-instantly-sync/SKILL.md
Enrich Event Attendee Lists for Post-Event Follow-Up
/skills/enrich-event-attendees/SKILL.md
Scrape G2 and Capterra Reviews for Competitor Leads
/skills/scrape-review-sites-for-leads/SKILL.md
Get Alerted When Key Contacts Change Jobs
/skills/job-change-alerts/SKILL.md
Turn Anonymous Website Visitors into Outbound Sequences
/skills/website-visitors-to-outbound/SKILL.md
Outbound When ICP Companies Hire AEs or SDRs
/skills/hiring-spike-outbound/SKILL.md
Reactivate Closed-Lost Deals When Fresh Intent Appears
/skills/closed-lost-reactivation/SKILL.md
Turn Buyer Intent Signals into Outbound Sequences
/skills/intent-signals-to-outbound/SKILL.md
Track Champion Job Changes to Open New Accounts
/skills/champion-job-change-tracking/SKILL.md
Launch Outbound When Target Accounts Add or Drop a Competitor
/skills/competitor-tech-churn-outbound/SKILL.md
Find Lookalike Accounts from Your Closed-Won Customers
/skills/lookalike-accounts-from-closed-won/SKILL.md
Build Prospect Lists from Plain-English Requests in Slack
/skills/slack-list-builder-agent/SKILL.md
Weekly New Contractor Licenses into Clay for Outbound
/skills/new-contractor-licenses-to-outbound/SKILL.md
Inbound9
Enrich Inbound Leads with Apollo and Clay Waterfalls
/skills/enrich-leads-apollo-clay/SKILL.md
Qualify Inbound Leads with AI Before Routing
/skills/qualify-inbound-with-ai/SKILL.md
Monitor Website Intent Signals and Alert Sales
/skills/intent-signal-monitoring/SKILL.md
Turn LinkedIn Ad Engagers into Sequenced Outbound
/skills/linkedin-ad-engagers-to-outbound/SKILL.md
Automate Inbound Lead Routing with Enrichment and Fit Scoring
/skills/inbound-lead-routing/SKILL.md
Route Product-Qualified Leads from Sign-Ups to Sales
/skills/pql-signups-to-sales/SKILL.md
Rebook Demo No-Shows with a Short Personalized Sequence
/skills/meeting-no-show-rebook/SKILL.md
Answer Demo Requests Within Minutes, Even After Hours
/skills/inbound-speed-to-lead-after-hours/SKILL.md
Cut Demo Forms to Email Only and Fill the Rest with Clay
/skills/short-form-inbound-enrichment/SKILL.md
RevOps11
Sync Salesforce Pipeline to Google Sheets Dashboard
/skills/sync-crm-to-google-sheets/SKILL.md
Route Gong Feature Requests to Product Board
/skills/gong-to-product-feedback/SKILL.md
Track Multi-Channel Campaigns in One Unified Dashboard
/skills/multi-channel-campaign-tracking/SKILL.md
Post Real-Time Deal Alerts to Slack by Stage
/skills/slack-deal-alerts/SKILL.md
Prevent Duplicate Contacts Across HubSpot and Salesforce
/skills/hubspot-salesforce-duplicate-prevention/SKILL.md
Score Churn Risk from Support Tickets with an LLM
/skills/support-tickets-to-churn-risk/SKILL.md
Alert AMs Before Renewal When Product Usage Drops
/skills/renewal-usage-health-alerts/SKILL.md
Build a Clay Waterfall to Find Verified Work Emails
/skills/clay-waterfall-enrichment/SKILL.md
Keep CRM Data Clean with an AI Hygiene Agent
/skills/crm-hygiene-ai-agent/SKILL.md
Keep Clay Credit Spend Predictable on Enrichment Tables
/skills/clay-credit-budget-guardrails/SKILL.md
Run CRM-Writing AI Agents in Dry-Run Mode with Bulk Approvals
/skills/crm-agent-dry-run-approvals/SKILL.md
Finance/FP&A6
Automate Stripe Revenue Recognition in QuickBooks
/skills/stripe-revenue-to-quickbooks/SKILL.md
Parse Receipt Emails and Auto-Create Expense Reports
/skills/expense-report-automation/SKILL.md
Auto-Generate Monthly Revenue Forecast from Pipeline
/skills/monthly-revenue-forecast/SKILL.md
Send Automated Invoice Payment Reminders
/skills/automated-invoice-reminders/SKILL.md
Auto-Populate Quarterly Board Deck Metrics
/skills/quarterly-board-deck-automation/SKILL.md
Check Sales Commissions Against Billing Before They Are Paid
/skills/sales-commission-accuracy-check/SKILL.md
Content4
Rotate LinkedIn Engagement Pods for Founder Accounts
/skills/linkedin-pod-rotation/SKILL.md
Automatically Update Case Study Metrics from CRM
/skills/automatically-update-case-studies/SKILL.md
Build Blog Performance Dashboard from Google Analytics
/skills/content-performance-dashboard/SKILL.md
Generate Blog Post Ideas from Customer Questions
/skills/blog-post-idea-generator/SKILL.md
Research5
Analyze Lost Deals with Claygent and OpenAI
/skills/lost-deal-analysis/SKILL.md
Monitor Competitor Hiring to Spot Market Moves
/skills/scrape-competitor-job-posts/SKILL.md
Analyze Firmographics of Closed-Won Deals to Refine ICP
/skills/icp-firmographic-analysis/SKILL.md
Use Claygent to Research Target Account Tech Stacks
/skills/claygent-tech-stack-research/SKILL.md
Send Reps a Researched Account Brief Before Every Meeting
/skills/pre-meeting-account-brief/SKILL.md
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